Client centric viewer

Abstract

A client viewer computing system may be configured to scan a plurality of business application computing systems that correspond to products and/or services provided by a business organization. The client view computing system may receive a customer identifier from an employee and, in response to the customer identifier, obtain information corresponding to the customer's interactions with the plurality of products and/or services offered by the business organization. Based on one or more customer attributes, the client viewer computing system may identify one or more products and/or services the customer for which the customer qualifies and display the identified opportunities on a customer centric viewer user interface.

What is claimed is: 
     
       1. Computer-readable media storing computer-executable instructions that, when executed by a computing device comprising a client centric viewer, cause:
 receiving, via a user interface, a client identifier identifying a customer of a business organization; 
 requesting from each of a plurality of business application computing systems, utilization information corresponding to products and services offered by the business organization and used by the customer; 
 receiving, via a network from each of the plurality of business application computing systems, the utilization information corresponding to customer usage of the products and services offered by the business organization; 
 aggregating the utilization information received from each of the plurality of business application computing systems; 
 analyzing aggregated utilization information to identify a business opportunity for the business organization to offer to the customer; 
 displaying, on a display device associated with the client centric viewer, at least a portion of the utilization information obtained from the plurality of business application computing systems in a first section of client dashboard user interface screen and the identified business opportunity in a second section of the client dashboard user interface screen; 
 receiving, via a third section of the user interface, an indication that the client has accepted an offered business opportunity; 
 displaying, on the client dashboard user interface screen by the client centric viewer, a form associated with the offered business opportunity; 
 determining whether the form is fillable with data associated with the plurality of business application computing systems; 
 filling the form with the data associated with the customer usage of the business application computing systems; and 
 removing a reference to the offered business opportunity from the second section of the client dashboard user interface screen. 
 
     
     
       2. The computer readable media of  claim 1  wherein the instructions, when executed, cause the requesting by opening at least one of a plurality of business applications associated with the plurality of the business application computing system to retrieve information about the customer usage of a particular business application. 
     
     
       3. The computer readable media of  claim 1 , wherein the instructions, when executed, cause the requesting by:
 accessing, via the network, a data repository associated with one or more of the business applications; and 
 searching the data repository to retrieve at least a portion of the customer information. 
 
     
     
       4. The computer readable media of  claim 1 , wherein the instructions that, when executed by a computing device comprising a client centric viewer, cause:
 displaying, via the user interface, a user interface screen displaying an input field to receive an identifier of the customer from a user viewing an overview user interface screen on the display. 
 
     
     
       5. The computer readable media of  claim 4 , wherein the instructions that, when executed by a computing device comprising a client centric viewer, cause:
 receiving an input from an input device, wherein the input corresponds to a desired action triggered by the user based on aggregated customer information displayed on the overview user interface screen. 
 
     
     
       6. The computer readable media of  claim 4 , wherein the instructions that, when executed by a computing device comprising a client centric viewer, cause:
 receiving an input from an input device, wherein the input corresponds to a desired action triggered by the user based on aggregated customer information displayed on the overview user interface screen; 
 determining whether the input corresponds to a configuration request; and 
 generating a configuration file comprising a configuration of the overview user interface screen customized for a particular customer based on the configuration request. 
 
     
     
       7. The computer readable media of  claim 6 , wherein the instructions that, when executed by a computing device comprising a client centric viewer, cause:
 selectively displaying, based on the configuration file, one or more products or services for which the customer qualifies based on aggregated customer interaction information on the overview user interface screen. 
 
     
     
       8. The computer readable media of  claim 4 , wherein the instructions that, when executed by a computing device comprising a client centric viewer, cause:
 displaying of the overview user interface screen associated with the customer, wherein the overview interface screen comprises a first section displaying customer account information, a second section displaying identified business opportunities, and a third section displaying identified business solutions. 
 
     
     
       9. The computer readable media of  claim 1 , wherein the plurality of business application computer systems comprise at least two of a reporting computing system, a banking computer system, a brokerage computer system, a credit card services computer system, a loan management services computer system, a customer relationship management computer system, a customer service computer system, and a retirement fund services computer system and the business opportunity is associated with at least one of the plurality of business application computing systems. 
     
     
       10. Computer-readable media storing computer-executable instructions that, when executed by a computing device, cause:
 receiving, from a user interface device, a client identifier corresponding to a customer of a business organization; 
 querying, via a network in response to receipt of the client identifier, each of a plurality of business application computing systems for information associated with the client identifier; 
 obtaining, from a first plurality of business application systems and a second plurality of business application systems based on the client identifier, customer information corresponding to client interaction with each of the first plurality of business applications systems and the second plurality of business application systems and an electronic record of one or more customer contacts with the business organization; 
 aggregating the customer interaction information obtained from each of the plurality of business application computing systems; 
 comparing, aggregated customer interaction information to specified criteria to determine whether the customer is eligible for one or more business opportunities; 
 when a business opportunity has been identified based on the comparison, populating a first portion of the user interface screen with information associated with the identified business opportunity; 
 when an analysis of the aggregated customer interaction information includes an indication of missing information, generating an alert and populate a second portion of the user interface screen with alert information; 
 receiving, by a user interface, an input comprising an acceptance of the identified business opportunity via an input on a third portion of the user interface screen; 
 retrieving, upon receipt of the input, a form associated with the identified business opportunity from a forms data repository; and 
 completing, automatically using the aggregated customer interaction information, at least a portion of the form after receiving an indication that the customer accepted the identified business opportunity by auto-populating at least the portion of the form using the aggregated customer interaction information. 
 
     
     
       11. The computer readable media of  claim 10 , wherein the first plurality of business application systems provides a plurality of business services to customers of a business organization and the second plurality of business application systems provides a plurality of business products to the customers of the business organization. 
     
     
       12. The computer readable media of  claim 10 , wherein the first plurality of business application systems and the second plurality of business application systems comprise at least two of a reporting computing system, a banking computer system, a brokerage computer system, a credit card services computer system, a loan management services computer system, a customer relationship management computer system, a customer service computer system, and a retirement fund services computer system. 
     
     
       13. The computer readable media of  claim 10 , wherein the instructions that, when executed by a computing device comprising a client centric viewer, cause:
 receiving, via an input device associated with a user interface device, an identifier of the customer from a user viewing the user interface screen on a display. 
 
     
     
       14. The computer readable media of  claim 13 , wherein the instructions that, when executed by a computing device comprising a client centric viewer, cause:
 receiving an input from the input device, wherein the input corresponds to a desired action triggered by the user based on the aggregated customer information displayed on the user interface screen. 
 
     
     
       15. The computer readable media of  claim 13 , wherein the instructions that, when executed by a computing device comprising a client centric viewer, cause:
 displaying of an overview user interface screen associated with the customer, wherein the overview interface screen comprises a first section displaying customer account information, a second section displaying identified business opportunities, and a third section displaying identified business solutions. 
 
     
     
       16. The computer readable media of  claim 15 , wherein the instructions that, when executed by a computing device comprising a client centric viewer, cause:
 aggregating, based on the customer information, communication information corresponding to a plurality of customer communications with the first plurality of business application systems and the second plurality of business application systems; 
 formatting, via a configuration file, the communication information for display in a fourth section of the user interface; and 
 displaying the communications information in the fourth section of the user interface, wherein the customer communications include a date of the communications, page information corresponding to one or more pages accessed by the user, and a number of times each page was accessed. 
 
     
     
       17. The computer readable media of  claim 15 , wherein the instructions that, when executed by a computing device comprising a client centric viewer, cause:
 identifying, by an alert monitor of the computing device, one or more alerts based on analyzed customer information; and 
 displaying, on a display device, in a fifth section of the user interface screen, alert information, wherein an alert includes a missing information alert comprising an identification of information missing from at least one business application computing system of the first plurality of business application systems and the second plurality of business application systems. 
 
     
     
       18. The computer readable media of  claim 15 , wherein the instructions that, when executed by a computing device comprising a client centric viewer, cause:
 receiving, by the computing device, one or more reports associated with a status of product and services associated with the customer; and 
 displaying, on a display device, in a sixth section of the user interface screen, a link to one or more of the reports. 
 
     
     
       19. The computer readable media of  claim 10 , wherein the instructions that, when executed by a computing device comprising a client centric viewer, cause:
 receiving an input from an input device, wherein the input corresponds to a desired action triggered by the user based on the aggregated customer information displayed on a user interface screen; and
 determining whether the input corresponds to a configuration request; and 
 generating a configuration file comprising a configuration of the user interface screen customized for a particular customer based on the configuration request. 
 
 
     
     
       20. An apparatus comprising:
 a processor; and 
 non-transitory memory storing instructions that, when executed by the processor, cause the apparatus to:
 receive, from a user interface device, a client identifier corresponding to a customer of a business organization; 
 query, via a network in response to receipt of the client identifier, each of a plurality of business application computing systems for information associated with the client identifier; 
 obtain, from a first plurality of business application systems and a second plurality of business application systems based on the client identifier, customer information corresponding to client interaction with each of the first plurality of business applications systems and the second plurality of business application systems and an electronic record of one or more customer contacts with the business organization; 
 aggregate the customer interaction information obtained from each of the plurality of business application computing systems; 
 compare, aggregated customer interaction information to specified criteria to determine whether the customer is eligible for one or more business opportunities; 
 when a business opportunity has been identified based on the comparison, populate a first portion of the user interface screen with information associated with the identified business opportunity; 
 when an analysis of the aggregated customer interaction information includes an indication of missing information, generate an alert and populate a second portion of the user interface screen with alert information; 
 receive, by a user interface, an input comprising an acceptance of the identified business opportunity via an input on a third portion of the user interface screen; 
 retrieve, upon receipt of the input, a form associated with the identified business opportunity from a forms data repository; and 
 complete, automatically using the aggregated customer interaction information, at least a portion of the form after receiving an indication that the customer accepted the identified business opportunity by auto-populating at least the portion of the form using the aggregated customer interaction information.